Mutual Funds
EMOTION-FREE MUTUAL FUNDS
Quantitative mutual funds are known to be some of the most innovative in the investment universe. As such, they may often deploy some of the industry’s most groundbreaking technologies.
AF Large Cap Share Buyback Fund
objectives
The Fund’s investment objective is to provide you with growth of capital by investing primarily in the common stocks of large-capitalization domestic companies that have engaged in repurchasing a portion of the company’s outstanding shares over the last year.
benefits
Broad Diversification.
Our fund selects from a diversified universe of stocks from all eleven S&P 500 sectors.
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Potential Outperformance.
On average, share buybacks around the world are associated with positive short-term and long-term excess returns.
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Disciplined Strategy.
The Fund strategy generally relies on computer-aided, quantitative analysis to select stocks with the potential to provide higher returns than the S&P 500 Index.
symbol
SBQIX
SBQAX
SBQUX
morningstar category
LARGE BLEND
lipper category
MULTI-CAP CORE
AF Income
Fund
objectives
The Fund seeks a high rate of current income with less volatility than common stocks as measured by the standard deviation. The Fund seeks total return as a secondary investment objective.
benefits
A Record of Consistent Dividends.
Our fund's dividend has not changed since July of 2016 regardless of stock or economic conditions.
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Broad Diversification.
Our fund has a diversified portfolio across different asset classes, including dividend-paying stocks, preferred stocks, bonds and convertible securities.
symbol
AFPIX
AFPAX
AFPUX
morningstar category
TACTICAL ALLOCATION
lipper category
FLEXIBLE INCOME
AF Risk On / Risk Off Fund
objectives
The AmericaFirst Risk On / Risk Off Fund seeks to achieve capital appreciation with a focus on producing positive returns.
benefits
THE OPPOSITE OF "BUY & HOLD"
The AmericaFirst Risk On / Risk Off Fund seeks to provide positive returns regardless of the directions of the economy or financial markets by tactically allocating between stocks and bonds on a monthly basis.
Each Month, the Fund utilizes eight factors from the following categories to determine an allocation between stocks (Risk On) and bonds (Risk Off).
The factors can be grouped into the following categories:
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Technical
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Macro Economic
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Valuation
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Seasonal
symbol
ABRWX
ABRFX
ABRUX
morningstar category
TACTICAL ALLOCATION
lipper category
ABSOLUTE RETURN
AF Defensive Growth Fund
objectives
The AmericaFirst Defensive Growth Fund seeks long-term capital appreciation while attempting to reduce exposure to general equity market risk.
benefits
Broad Diversification.
ur fund has a diversified portfolio across numerous “defensive” sectors. Defensive sectors can generate stable profits throughout all phases of the economic cycle.
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Potential Gains in Down Markets.
Short positions allow investors to benefit from the anticipated underperformance of securities.
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Tax Losses In Up Markets.
The presence of short exposure provides opportunities for realizing capital losses in up markets, when capital losses from long positions are scarce.
symbol
DGQIX
DGQAX
DGRUX
morningstar category
EQUITY LONG/SHORT
lipper category
EQUITY LONG/SHORT